TWP

Tower Wealth Partners Portfolio holdings

AUM $169M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$238K
3
+$219K
4
MPC icon
Marathon Petroleum
MPC
+$211K
5
VSMV icon
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
+$203K

Top Sells

1
+$384K
2
+$219K
3
+$219K
4
DE icon
Deere & Co
DE
+$204K
5
MRK icon
Merck
MRK
+$156K

Sector Composition

1 Technology 2.42%
2 Energy 2.38%
3 Consumer Discretionary 1.62%
4 Healthcare 1.59%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 13.92%
430,654
+5,236
2
$12.9M 10.75%
362,756
+4,509
3
$12.7M 10.64%
254,490
+2,360
4
$11.2M 9.36%
54,773
+546
5
$10.5M 8.77%
149,847
+1,313
6
$8.84M 7.38%
119,340
+1,368
7
$8.06M 6.73%
162,695
+2,317
8
$7.65M 6.39%
326,128
+4,136
9
$3.14M 2.62%
31,595
+25
10
$2.33M 1.95%
45,727
+202
11
$1.89M 1.58%
11,456
-520
12
$1.79M 1.49%
43,928
-145
13
$1.77M 1.48%
16,138
+83
14
$1.63M 1.36%
75,002
+102
15
$1.49M 1.24%
4,639
-4
16
$1.14M 0.95%
40,848
17
$1.11M 0.92%
57,919
-138
18
$1.06M 0.89%
3,601
-175
19
$788K 0.66%
5,082
+67
20
$780K 0.65%
2,704
+58
21
$691K 0.58%
9,770
+30
22
$657K 0.55%
6,172
-1,463
23
$592K 0.49%
20,268
-2
24
$579K 0.48%
3,549
+25
25
$563K 0.47%
3,784
+3
1
2 3